Spire Wealth Management’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3K | Hold |
2,000
| – | – | ﹤0.01% | 1458 |
|
|
2025
Q1 | $23.8K | Hold |
2,000
| – | – | ﹤0.01% | 1551 |
|
|
2024
Q4 | $18.8K | Buy |
+2,000
| New | +$18.8K | ﹤0.01% | 1644 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$1.54K | – | 2447 |
|
|
2023
Q3 | $1.54K | Hold |
100
| – | – | ﹤0.01% | 2179 |
|
|
2023
Q2 | $2.25K | Hold |
100
| – | – | ﹤0.01% | 2176 |
|
|
2023
Q1 | $2.14K | Hold |
100
| – | – | ﹤0.01% | 2247 |
|
|
2022
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2091 |
|
|
2022
Q3 | $2K | Sell |
100
-900
| -90% | -$18K | ﹤0.01% | 1986 |
|
|
2022
Q2 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 1756 |
|